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How AI Is Reshaping the Global Economy | The New Intelligence Economy

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India’s WPI Inflation Cools to 0.13% in September 2025 | What It Means for RBI, Economy & Prices

  India’s WPI inflation eases to 0.13% in September 2025, driven by falling food and fuel prices—signaling potential rate cuts by the RBI.(Representing AI image) Easing Pressures: Why India’s Wholesale Inflation Cooling to 0.13% in September Is a Big Deal  - Dr.Sanjaykumar pawar Table of Contents Introduction: Why Wholesale Inflation Matters What Is WPI and How It Differs from CPI Snapshot: September 2025 Wholesale Inflation Dissecting the Drivers: Food, Fuel, and Manufactured Goods The Data Speaks: Trends, Comparisons, and Surprises Implications for Monetary Policy & Growth Risks and Caveats Ahead My Take & Strategic Insights Frequently Asked Questions (FAQ) Conclusion References & Further Reading 1. Introduction: Why Wholesale Inflation Matters In October 2025, India’s latest Wholesale Price Index (WPI) data made headlines: wholesale inflation slowed to just 0.13% year-on-year in September . For a large, developing economy like India—where prices...
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Fed & Global Central Bank Watch: Fed Rate Cut, Powell Guidance & Global Policy Decisions Explained

  Fed & Global Central Bank Watch: What Markets Are Pricing — And Why It Matters Markets are braced for a ~25bp Fed rate cut at the September 16–17 FOMC meeting. This deep-dive explains how the Fed’s move, Powell’s guidance, and simultaneous decisions from the Bank of England, Bank of Japan, Bank of Canada and Norges Bank ripple through rates, currencies and risk assets — with data, policy mechanics, and tradeable signals. Sources: Federal Reserve, CME FedWatch, Reuters, BOE, BOJ, Norges Bank.  - Dr.Sanjaykumar pawar Table of contents Introduction — why this week matters The Fed’s calendar and market odds (quick facts) Why markets expect ~25 basis points — evidence and mechanics The dot plot, Powell’s guidance, and the messaging play Global central bank backdrop: BoE, BoJ, BoC, Norges Bank (and why each matters) Market channels: rates, yield curve, currencies, equities, and credit Data, scenarios and a short quantitative read (probabilities & sensitivities) ...
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US Fed Rate Cut Hopes Propel Sensex & Nifty: IT Stocks Surge, Rupee Gains, Global Markets Rally

  Market Rally Decoded: How US Fed Rate Cut Hopes Fueled Sensex & Nifty Surge on August 25  - Dr.SanjayKumar Pawar Table of Contents Introduction Global Catalysts Behind the Rally US Federal Reserve: Rate Cut Signals IT Sector Leads the Charge Asian and Wall Street Momentum Rupee Appreciation and Its Implications Analyst Insights & Strategic Outlook Deep Dive: Why Shifting Fed Policy Matters Conclusion FAQs 1. Introduction On August 25, 2025 , Indian equity markets witnessed a strong rally as both the BSE Sensex and NSE Nifty surged on the back of improving global sentiment. The Sensex jumped nearly 400 points, while the Nifty edged closer to the 25,000 milestone , driven by renewed optimism in global markets and a strong rebound in technology stocks. The key catalyst behind this momentum was the growing expectation of a US Federal Reserve rate cut , following dovish remarks from Fed Chair Jerome Powell . Investors interpreted his comments as a sign...
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3 Key Risks That Could End the Market Rally on Fed Rate-Cut Hopes

  Markets Rally on Fed Rate-Cut Hopes: What Weak U.S. Jobs Data Really Means for Stocks, Bonds, and Your Portfolio  - Dr. Sanjay kumar pawar Weak U.S. jobs data sharpened expectations the Federal Reserve will cut rates soon—sending stocks up and bond yields down. This in-depth analysis breaks down the data, explains the market mechanics, shows where opportunities and risks lie, and answers common investor questions. Sources: BLS, Federal Reserve, CME, Reuters, Bloomberg, U.S. Treasury. Table of Contents Executive Summary What Just Happened: The Data That Moved Markets Why “Bad News” Sparked a Rally: The Rate-Cut Transmission Mechanism The Bond Market’s Signal: Yields, Term Premiums, and Duration Equities Playbook: Who Benefits—And Who Doesn’t The Dollar, Credit, and Commodities: Second-Order Effects What the Fed Has Said (and Not Said) Key Charts & Data Table Risks to the Rally: Three Things That Could Upend the Narrative Actionable Takeaways FAQ Conclusion...
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China’s Manufacturing Slump: 5-Month PMI Contraction & Global Economic Impactsp

China’s Manufacturing Slump: Unpacking the 5-Month Contraction and What It Means for the Global Economy - Dr.Sanjaykumar Pawar Table of Contents Introduction: Why August PMI Matters Understanding PMI: What It Shows and Why It’s Critical Current Snapshot: August 2025 PMI & Economic Backdrop Key Drivers of the Manufacturing Contraction Weak Domestic Demand U.S.–China Trade Tensions Property Sector Woes Cooling Exports & Shifting Markets Fiscal Strain & Weather Disruptions Non-Manufacturing & Composite PMI: A Silver Lining? Industrial Profits & Lending Trends Labor Market Pressures and Fiscal Challenges Data Visualization Ideas Insights & Outlook: Recovery or Continued Slump? Conclusion: Strategic Implications for Stakeholders FAQs 1. Introduction: Why August PMI Matters China’s official Manufacturing Purchasing Managers’ Index (PMI) came in at 49.4 in August 2025 , marking the fifth straight month of contraction . While the figure edged sl...
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Global Bond Market Turmoil: Rising Yields, Debt Pressures & Borrowing Costs Explained

  Global Bond Market Turmoil & Rising Borrowing Costs: A Deep Dive Table of Contents Introduction: Unravelling a Global Bond Crisis Anatomy of the Bond Sell-Off: What’s Driving Yields Up? Japan’s Record Long-Term Yields UK Gilts: A 27-Year High U.S. and Eurozone: Broader Ripples Core Drivers Behind the Surge Data Insights & Market Impacts Consequences Across Markets Governments: Fiscal Strain & Politics Corporates & Equities: Rising Risk Premia Financial Stability & Safe Havens Expert Analysis & Interpretations Visual Summary: Charts & Trends Explained Conclusions & Key Takeaways FAQs (Frequently Asked Questions) 1. Introduction: Unravelling a Global Bond Crisis The global bond market entered a turbulent chapter in September 2025 , rattling investors, governments, and businesses alike. A sharp sell-off in long-term government bonds pushed yields to heights not seen in decades, signaling deeper concerns about global economic s...
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